Stop hand-calculating preparer payroll. One report in, everybody paid.
PTIN Payroll Pro takes the funded-fee report your refund bank already sends you, matches every return to the preparer who filed it by PTIN, applies their split, withholds your service bureau and loan marketing fees, and shows what each preparer is owed — plus what your office actually kept.
Free for 14 days — create your office, upload your own TPG or Refund Advantage export, and see your real payouts before you pay anything. No card needed.
- Presented by
- Kai Bennett, Owner
- kaibennett31@gmail.com
- Platform
- taxprepauto.app
What tax offices are dealing with now
Season ends and the payroll math starts: a bank report in one window, a spreadsheet in another, a calculator on the desk. One typo pays a preparer twice, and nobody can tell you what a single return actually earned the office.
- Hours rebuilding the same spreadsheet every week
- Preparers calling the office to ask what they're owed
- Loan marketing fees forgotten until the season is over
- No clean record of who filed what, under which PTIN
The workflow, start to finish
Four steps. The office owner does step one; the software does the rest.
- UploadDrop in the refund bank CSVSanta Barbara TPG or Refund Advantage, exactly as exported. No template, no retyping.
- MatchEvery return finds its preparer by PTINAnything unmatched is flagged so the owner assigns it, and the same report uploaded twice never pays twice.
- PaySplits, marketing fees and bureau fees appliedEach preparer's own commission rate is used, so senior preparers can sit on different terms.
- SharePreparers and clients see their own numbersPreparers open their portal on a phone. Clients sign in and see their return and whether the fee is settled.
A real batch, priced out
This is an actual Santa Barbara TPG funded-fee report of 12 returns run through the software. Change your own numbers and watch the office profit line move.
What it costs
One price for the whole office. No contract, cancel whenever.
Up to 10 preparers included
Same features, cancel anytime
Pack of 20 more preparer seats
One saved hour of payroll admin a week costs more than the annual plan.
Questions we get asked first
Short answers, so nothing is left hanging.
No. The software reads the report your current bank already gives you — TPG and Refund Advantage today.
It's imported as unassigned and flagged, and the owner picks the preparer from a dropdown before anything is paid.
No. A preparer only ever sees returns filed under their own PTIN, and clients only see their own return.
No. Preparers add it to their phone home screen and check their payouts like any other app.
Send me this proposal
Enter your details and we'll email the proposal, the sample report, and a payout run for an office your size.